ZT

Zeghai Tekeste

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CRD#: 4481876
ZT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Zeghai Tekeste, who also goes by Zig Tekeste, was a registered financial professional .

Zeghai is a previously registered financial professional and started their career in finance in 2002. Zeghai had worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Zig Tekeste

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 22, 2016 - December 31, 2017

YBR WEALTH ADVISORS, LLC

RIA
CRD#: 284095
ALPHARETTA, GA
Past

December 21, 2010 - May 2, 2016

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL
Past

March 28, 2002 - December 31, 2003

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


YW
YBR WEALTH ADVISORS, LLC
YBR WEALTH ADVISORS, LLC

CRD#: 284095 / SEC#:

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Contact information


Main Address
4555 Mansell Road Suite 300, Alpharetta, GA 30022
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


YBR WEALTH ADVISORS, LLC

CRD#: 284095

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